Baron Financial Group’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
112,126
+5,070
| +5% | +$119K | 1.55% | 23 |
|
|
2025
Q1 | $2.34M | Buy |
107,056
+4,255
| +4% | +$93K | 1.47% | 23 |
|
|
2024
Q4 | $2.2M | Buy |
102,801
+5,345
| +5% | +$114K | 1.36% | 26 |
|
|
2024
Q3 | $2.28M | Sell |
97,456
-5,425
| -5% | -$127K | 1.39% | 26 |
|
|
2024
Q2 | $2.2M | Sell |
102,881
-9,004
| -8% | -$193K | 1.4% | 26 |
|
|
2024
Q1 | $2.49M | Sell |
111,885
-9,025
| -7% | -$201K | 1.54% | 22 |
|
|
2023
Q4 | $2.8M | Sell |
120,910
-21,535
| -15% | -$499K | 1.79% | 19 |
|
|
2023
Q3 | $3.03M | Buy |
142,445
+4,175
| +3% | +$88.7K | 1.97% | 19 |
|
|
2023
Q2 | $3.12M | Buy |
138,270
+7,590
| +6% | +$171K | 1.93% | 19 |
|
|
2023
Q1 | $3.02M | Buy |
130,680
+4,055
| +3% | +$93.8K | 1.91% | 19 |
|
|
2022
Q4 | $2.84M | Sell |
126,625
-17,740
| -12% | -$398K | 1.88% | 18 |
|
|
2022
Q3 | $3.01M | Sell |
144,365
-9,630
| -6% | -$201K | 2.03% | 18 |
|
|
2022
Q2 | $3.57M | Sell |
153,995
-29,960
| -16% | -$694K | 2.36% | 16 |
|
|
2022
Q1 | $4.79M | Buy |
183,955
+4,640
| +3% | +$121K | 2.78% | 13 |
|
|
2021
Q4 | $5.07M | Buy |
179,315
+20,000
| +13% | +$565K | 2.87% | 12 |
|
|
2021
Q3 | $4.58M | Buy |
159,315
+8,555
| +6% | +$246K | 2.78% | 13 |
|
|
2021
Q2 | $4.42M | Buy |
150,760
+14,440
| +11% | +$424K | 2.75% | 13 |
|
|
2021
Q1 | $3.97M | Buy |
136,320
+12,725
| +10% | +$371K | 2.74% | 14 |
|
|
2020
Q4 | $3.86M | Buy |
123,595
+1,400
| +1% | +$43.7K | 3.08% | 11 |
|
|
2020
Q3 | $3.63M | Buy |
+122,195
| New | +$3.63M | 3.41% | 9 |
|